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Forum Financial Management’s Hecla Mining HL Stock Holding History

Forum Financial Management’s Portfolio HL Stock Details HL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-25,162
Closed -$483K – 628
2025
Q4 		$483K Buy
25,162
+43
+0.2% +$657 0.01% 492
2025
Q3 		$304K Buy
25,119
+28
+0.1% +$225 ﹤0.01% 731
2025
Q2 		$150K Buy
25,091
+50
+0.2% +$276 ﹤0.01% 925
2025
Q1 		$139K Buy
25,041
+101
+0.4% +$561 ﹤0.01% 838
2024
Q4 		$122K Buy
24,940
+14,915
+149% +$89.1K ﹤0.01% 871
2024
Q3 		$66.9K Hold
10,025
– – ﹤0.01% 760
2024
Q2 		$48.6K Sell
10,025
-972
-9% -$5.19K ﹤0.01% 710
2024
Q1 		$52.9K Sell
10,997
-10,155
-48% -$40.5K ﹤0.01% 736
2023
Q4 		$102K Buy
21,152
+4,146
+24% +$18.3K ﹤0.01% 673
2023
Q3 		$66.5K Hold
17,006
– – ﹤0.01% 626
2023
Q2 		$87.6K Hold
17,006
– – ﹤0.01% 645
2023
Q1 		$108K Hold
17,006
– – ﹤0.01% 599
2022
Q4 		$94.6K Buy
17,006
+6,094
+56% +$30.3K ﹤0.01% 574
2022
Q3 		$43K Sell
10,912
-9,266
-46% -$37.7K ﹤0.01% 534
2022
Q2 		$79K Buy
20,178
+2,234
+12% +$11.6K ﹤0.01% 559
2022
Q1 		$117K Buy
17,944
+6,068
+51% +$35.1K 0.01% 587
2021
Q4 		$62K Buy
+11,876
New +$66.4K ﹤0.01% 650

Other funds holding HL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Forum Financial Management's HL Position: Q1 2026 in Review

Forum Financial Management sold out of Hecla Mining (HL) in Q1 2026, closing a stake of 25,162 shares — an estimated $483K sold.

Forum Financial Management first reported a position in HL in Q4 2021 and held it in 17 quarters. The position peaked at $483K in Q4 2025. 561 funds tracked by Wall St. Rank hold HL as of Q1 2026.

  • Forum Financial Management reported no remaining Hecla Mining position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 25,162 Hecla Mining shares in Q1 2026, an estimated $483K.
  • Forum Financial Management first reported a position in Hecla Mining in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Hecla Mining position peaked at $483K in Q4 2025.
  • 561 funds tracked by Wall St. Rank held Hecla Mining as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.